Project and Deal

Hi Team,

If while creating a project, we change the contact person, does this impact the 'existing contact' for the 'deal' as well? Today I was creating a test project and to avoid sending emails to actual customer, I was trying to choose a 'test contact' rather than 'original contact' (which was already attached to the deal). Does this creates any issue to the deal? Thanks. @Mike van der Valk 

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 7 #2

    Hi @Hossein Mohsenian 

    Project creation doesn't affect the deal whatsoever. So if you update the contact of the project during creation or afterwards this won't affect the deal contact person.

    Hope it helps! :)